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Dynamic Advisor Solutions’s State Street SPDR S&P Bank ETF KBE Stock Holding History

Dynamic Advisor Solutions’s Portfolio KBE Stock Details KBE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-29,982
Closed -$1.42M – 553
2019
Q4 		$1.42M Buy
+29,982
New +$1.36M 0.19% 138

Other funds holding KBE

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Bank of America
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MTWSIF
Mivtachim The Workers Social Insurance Fund Tel Aviv, Israel $789M AUM 73.25% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
WBG
Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return

Dynamic Advisor Solutions's KBE Position: Q1 2020 in Review

Dynamic Advisor Solutions sold out of State Street SPDR S&P Bank ETF (KBE) in Q1 2020, closing a stake of 29,982 shares — an estimated $1.42M sold.

Dynamic Advisor Solutions first reported a position in KBE in Q4 2019 and held it in 1 quarter. The position peaked at $1.42M in Q4 2019. 170 funds tracked by Wall St. Rank hold KBE as of Q1 2020.

  • Dynamic Advisor Solutions reported no remaining State Street SPDR S&P Bank ETF position as of Q1 2020 after selling out during the quarter.
  • Dynamic Advisor Solutions sold 29,982 State Street SPDR S&P Bank ETF shares in Q1 2020, an estimated $1.42M.
  • Dynamic Advisor Solutions first reported a position in State Street SPDR S&P Bank ETF in Q4 2019 and held it in 1 quarter.
  • Dynamic Advisor Solutions's State Street SPDR S&P Bank ETF position peaked at $1.42M in Q4 2019.
  • 170 funds tracked by Wall St. Rank held State Street SPDR S&P Bank ETF as of Q1 2020.

Based on Dynamic Advisor Solutions's 13F filing for Q1 2020, filed 7 May 2020.